“I really care about understanding my clients’ priorities for their families and their futures. We build plans which create building blocks for financial security, with flexibility built in. It’s very enjoyable to see my clients have the freedom to make the choices they value.”
- Locations
- Exeter
Vicky is an Investment Manager in the Exeter office, having joined in 2006. She looks after private clients, both individuals and Trusts, and works closely with other professional advisors to ensure her clients have holistic coverage and peace of mind with their wealth plan.
She is proud of the close relationships she has with clients, meeting them regularly and finding out what they care about when making investments. She uses this to tailor their investment portfolios so that they reflect their values.
Vicky began her financial services career in 2002 as a Client Analyst in the Private Wealth Management team at Goldman Sachs. She became a Divisional Director – the first female to hold the role in the South West – at RBC Brewin Dolphin in 2020 and is a member of the Stewardship Committee, helping shape company engagement strategy. She is a Fellow of the Chartered Institute for Securities & Investment.